Mackenzie Financial
TOWN icon

Mackenzie Financial’s Towne Bank TOWN Stock Holding History

Mackenzie Financial’s Portfolio TOWN Stock Details TOWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20,646
Closed -$714K – 1816
2025
Q3 		$714K Sell
20,646
-250
-1% -$8.96K ﹤0.01% 1159
2025
Q2 		$714K Buy
20,896
+1,240
+6% +$41.4K ﹤0.01% 1107
2025
Q1 		$672K Buy
19,656
+820
+4% +$28.9K ﹤0.01% 1101
2024
Q4 		$642K Buy
+18,836
New +$655K ﹤0.01% 1071

Other funds holding TOWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Mackenzie Financial's TOWN Position: Q4 2025 in Review

Mackenzie Financial sold out of Towne Bank (TOWN) in Q4 2025, closing a stake of 20,646 shares — an estimated $714K sold.

Mackenzie Financial first reported a position in TOWN in Q4 2024 and held it in 4 quarters. The position peaked at $714K in Q2 2025. 262 funds tracked by Wall St. Rank hold TOWN as of Q4 2025.

  • Mackenzie Financial reported no remaining Towne Bank position as of Q4 2025 after selling out during the quarter.
  • Mackenzie Financial sold 20,646 Towne Bank shares in Q4 2025, an estimated $714K.
  • Mackenzie Financial first reported a position in Towne Bank in Q4 2024 and held it in 4 quarters.
  • Mackenzie Financial's Towne Bank position peaked at $714K in Q2 2025.
  • 262 funds tracked by Wall St. Rank held Towne Bank as of Q4 2025.

Based on Mackenzie Financial's 13F filing for Q4 2025, filed 18 Feb 2026.